THE RETIREMENT SOURCEHarbour Financial Group
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Our Client Services Team :: Our Team :: THE RETIREMENT SOURCE®
Our Client Services Team
Charlie Vaughan LinkedIn

Charles D. Vaughan is President, Chief Retirement and Investment Strategist of THE RETIREMENT SOURCE®, He began his career in the investment business in 1960 as a security analyst trainee for a local brokerage firm while attending the University of Cincinnati. He received a BA degree in economics in 1962 and became a Registered Representative of the New York Stock Exchange and continued evening school graduate studies in finance.

Having begun during this period when investment choices were limited and trading costs were fixed, he has held onto the belief throughout his 50-year career that business should be built on long-term client relationships, superior research and client service.


Keith J. Bookbinder LinkedIn

Keith J. Bookbinder is President and Chief Financial Strategist of Harbour Financial Group, Inc. in Kenwood.  Keith received a Bachelor of Science degree from Loyola University of Chicago in 1975 and an MBA degree from Northern Illinois University in 1977.

In 1981, Mr. Bookbinder founded Harbour Financial Group, which he incorporated in 1988.  Harbour Financial Group is a comprehensive Financial Planning firm providing investment management, insurance advice and publically offered tax credit and income producing direct placement programs.


Gary Williams

Gary L. Williams, CFP® has been involved in the financial services industry for over 23 years and has been licensed as A CERTIFIED FINANCIAL PLANNER® by the Certified Financial Planner Board of Standards Inc. for over 20 years. His experience allows him to bring a unique viewpoint to his work and as financial planner; he is free to develop client-focused strategies in everyday challenges.

He has seen the Greater Cincinnati regional area grow and prosper. He is familiar with the challenges faced by its residents thus is eager to help them.


Mark Srofe

Mark G. Srofe, CFP® has over 24 years in Financial Planning; Mark is a veteran of the Financial Services Industry. Mark studied Economics at the University of Cincinnati and has a B.A degree. He continued his education through the College of Financial Planning in Denver and earned his Certified Financial Planning (CFP®) designation in 1993. Mark also went on to earn designations as a Chartered Retirement Plan Specialist (CRPS) and Accredited Investment Fiduciary (AIF).

Mark has been affiliated with THE RETIREMENT SOURCE® for many years.


Camilla Page

 

Camilla Page is our Director of Client and Marketing Services. A graduate of Indiana University with a B.S. in Business with a major in accounting, Camilla has worked in non-profit, regulated, and corporations over many years as a staff accountant and budget analyst.  She became a registered representative in the investment industry 10 years ago and today is with Crown Capital Securities L.P.  

As Director of Client Services, her desire is to deliver the best service and support to all clients.  Camilla wants every client to know she is here to help in any way she can. 



Jeanie Heusman

Jeanie Heusman is our Director of Office Administration. Jeanie has been with Harbour Financial Group since 2003, working with Keith Bookbinder as his Executive Assistant, providing quality customer service, managing the day-to-day operations of the office, organizing and maintaining files and records, scheduling appointments, and preparing and editing correspondence and presentations.

Jeanie attended Ohio State University.  She was employed at the Prudential Insurance Company for ten years as a Service Representative.


 

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